Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSCV 1.49%
2 ACSV 1.46%
3 XHE 1.44%
4 RFV 1.24%
5 FXH 0.76%
6 PSCH 0.74%
7 BTEC 0.53%
8 NIXT 0.53%
9 RZV 0.39%
10 USVM 0.38%
11 SMDY 0.35%
12 HSMV 0.34%
13 PAMC 0.34%
14 SLYV 0.29%
15 FYT 0.27%
16 AVSC 0.23%
17 DFSV 0.21%
18 CSML 0.19%
19 EES 0.19%
20 IHI 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.94M (17.56%) 1.03M
Increased by +10.36%
Mar 31, 26
2 Vanguard Group Inc 6.44M (11.38%) -85.64K
Decreased by -1.33%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 6.21M (10.97%) 44.63K
Increased by +0.72%
Mar 31, 25
4 American Century Companies Inc 4.77M (8.43%) -490.39K
Decreased by -10.28%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.81M (6.73%) 3.81M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.55M (4.51%) 2.55M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 2.55M (4.50%) -236.01K
Decreased by -9.27%
Mar 31, 26
8 Rubric Capital Management LP 2.45M (4.34%) 0.00
Increased by 0.00%
Mar 31, 26
9 Davenport & Company LLC 2.44M (4.31%) -1.07K
Decreased by -0.04%
Mar 31, 26
10 State Street Corp 2.40M (4.25%) 33.00K
Increased by +1.37%
Mar 31, 26
11 Dorsey Asset Management 2.28M (4.03%) -120.12K
Decreased by -5.27%
Dec 31, 25
12 Dorsey Asset Management, LLC 2.28M (4.03%) -120.12K
Decreased by -5.27%
Dec 31, 25
13 Millennium Management LLC 1.88M (3.32%) -38.97K
Decreased by -2.07%
Sep 30, 24
14 Thrivent Financial For Lutherans 1.82M (3.22%) -4.91K
Decreased by -0.27%
Jun 30, 24
15 Paradigm Capital Management, Inc. 1.78M (3.14%) 732.92K
Increased by +41.25%
Mar 31, 26
16 Hood River Capital Management LLC 1.76M (3.10%) 18.48K
Increased by +1.05%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.57M (2.77%) 720.01K
Increased by +45.91%
Mar 31, 26
18 State Street Corporation 1.56M (2.76%) -1.28K
Decreased by -0.08%
Mar 31, 24
19 River Road Asset Management, LLC 1.50M (2.66%) 15.71K
Increased by +1.04%
Mar 31, 26
20 Geode Capital Management, LLC 1.37M (2.42%) 17.03K
Increased by +1.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.47M (6.13%) 1.40K
Increased by +0.04%
May 29, 26
2 T. Rowe Price Mid-Cap Growth 3.00M (5.29%) -3.60K
Decreased by -0.12%
Mar 31, 25
3 T. Rowe Price US Mid-Cap Growth Equity 3.00M (5.29%) -4.90K
Decreased by -0.16%
Mar 31, 25
4 American Century Small Cap Value Inv 2.67M (4.73%) -515.00K
Decreased by -19.25%
Mar 31, 26
5 American Century U.S. Small Cap Value 2.67M (4.73%) -515.00K
Decreased by -19.25%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.82M (3.21%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Core S&P Mid-Cap ETF 1.79M (3.17%) 3.54K
Increased by +0.20%
Nov 27, 24
8 Vanguard US Total Market Shares ETF 1.77M (3.13%) 1.59K
Increased by +0.09%
Sep 30, 24
9 iShares Russell 2000 ETF 1.36M (2.40%) 12.53K
Increased by +0.92%
May 29, 26
10 Fidelity Small Cap Value Fund 1.35M (2.39%) -224.30K
Decreased by -16.62%
Mar 31, 26
11 Vanguard Small Cap Index 1.32M (2.34%) 1.21K
Increased by +0.09%
Apr 30, 26
12 Davenport Small Cap Focus 998.44K (1.76%) 0.00
Increased by 0.00%
Apr 30, 26
13 Hood River Small-Cap Growth Instl 931.52K (1.65%) 0.00
Increased by 0.00%
Mar 31, 26
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 858.80K (1.52%) 32.40K
Increased by +3.77%
Mar 31, 25
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 858.80K (1.52%) 32.40K
Increased by +3.77%
Mar 31, 25
16 Vanguard Small Cap Value Index Inv 847.36K (1.50%) 6.08K
Increased by +0.72%
Apr 30, 26
17 Thrivent Small Cap Stock A 845.66K (1.49%) 0.00
Increased by 0.00%
Jun 30, 24
18 Royce Premier Invmt 758.84K (1.34%) -39.78K
Decreased by -5.24%
Jun 30, 25
19 Royce Small-Cap Premier Quality 758.84K (1.34%) -39.78K
Decreased by -5.24%
Jun 30, 25
20 American Cent US Sm Cap Val Eq Tr CL R2 728.42K (1.29%) -47.75K
Decreased by -6.56%
May 31, 26